Sino-Singapore Jingwei Client, July 2nd. On the 2nd, the two markets opened low and moved low. The two markets staged a unilateral decline throughout the day. The ChiNext Index fell more than 3%, and the Shanghai Index regained its 60-day moving average.
As of the close, the Shanghai Index reported 3,518.76 points, a decrease of 1.95%, with a turnover of 452.263 billion yuan; the Shenzhen Component Index reported 1,467.71 points, a decrease of 2.45%, with a turnover of 550,539 billion yuan; the ChiNext Index reported 3333.90 points, a decrease of 3.52%.
Wind screenshot
On the disk, the metal and non-metal new materials, shipping, metal products, rare metals, electrical machinery and other sectors led the gains; medical services, tourism comprehensive, aviation equipment, medical equipment, beverage manufacturing and other sectors led the decline.
In terms of individual stocks, 1583 individual stocks rose, among which ST started, Caesars Culture, Huarui shares and other stocks rose more than 5%.
2618 stocks fell, among which Ningbo Bank, 712, Career International and other stocks fell more than 5%.
In terms of turnover rate, a total of 48 stocks have a turnover rate of more than 20%. Among them, N Hitech has the highest turnover rate, reaching 52.25%.
In terms of capital flow, the top five major flows of industry sectors are traditional Chinese medicine, rare metals, special equipment, power equipment, and chemical products, while the top five flows are traditional Chinese medicine, beverage manufacturing, bank II, special equipment, and securities firms.
The top five stocks with major inflows are Changjiang Electronics Technology, China First Heavy, BYD, Jiangte Electric, and Guangyuyuan. The top five stocks with outflows are Jiangzhong Pharmaceutical, Kweichow Moutai, Wuliangye, Zhongheng Group, and Guangyu. far.
The top five conceptual themes for the main inflows are refinancing securities, margin trading, MSCI concepts, Shanghai Stock Connect, and Shenzhen Stock Connect. The top five conceptual themes for outflows are margin financing and securities lending, refinancing securities, and MSCI concepts. , Shanghai Stock Connect, Shenzhen Stock Connect.
As of the previous trading day, the Shanghai Stock Exchange’s financing balance was reported at 857.177 billion yuan, a decrease of 5.646 billion from the previous trading day, and the securities lending balance was reported at 98.378 billion yuan, an increase of 388 million from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 760.946 billion yuan. , A decrease of 4.388 billion yuan from the previous trading day, and the balance of securities lending reported 57.591 billion yuan, a decrease of 466 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1,774.091 billion yuan, a decrease of 10.112 billion yuan from the previous trading day.
From the perspective of the north-south capital flow of Shanghai-Shenzhen-Hong Kong Stock Connect, as of press time, the net outflow of northbound capital is 6.149 billion yuan, of which the net outflow of Shanghai Stock Connect is 4.924 billion yuan, the balance of funds on the day is 56.924 billion yuan, and the net outflow of Shenzhen Stock Connect is 1.225 billion yuan. The balance was 53.225 billion yuan; the net outflow of southbound funds was 2.112 billion yuan, of which the Shanghai-Hong Kong Stock Connect net outflow was 1.765 billion yuan, the day’s fund balance was 43.765 billion yuan, the Shenzhen-Hong Kong Stock Connect net outflow was 347 million yuan, and the day’s fund balance was 42.347 billion yuan.
Looking forward to the July market, Dongguan Securities believes that the market still has a chance to rise.
On the whole, the market is showing a volatile upward trend, the technical side is gradually stabilizing, and the market volume can be released and expanded. With the easing of short-term inflationary pressures, the continuous implementation of policies, and the successive admission of new funds, it is expected to boost market confidence. It is expected that the market will be in July. There are still opportunities for shocks to rise, the amount of attention can be released and the Politburo sets the tone.
In terms of industry configuration, China International Finance Securities believes that it focuses on “low valuation, reversal of difficulties, and midstream capital goods”, and continues to pay attention to the valuation and cost performance of technology sectors such as “semiconductors” in the medium and long term.
In addition, the price increase of resource products may already be in the top area.
1) Low valuation: banks, etc.
The superposition of valuation repair benefits from the steepening of the interest rate curve; 2) Dilemma reversal: aviation, airport, hotel, tourism, etc.; 3) Midstream capital goods: equipment manufacturing, etc.
Benefiting from the upsurge of the industry due to capital expenditure expansion, focus on semiconductor equipment, lithium battery equipment, industrial automation equipment and machine tools, etc.; 4) Highly cost-effective sectors: semiconductors, photovoltaics, etc.
The high growth of the industry's overall performance is at the same time deterministic and sustainable.
(Zhongxin Jingwei APP)
(The opinions in the article are for reference only and do not constitute investment advice. Investment is risky and you need to be cautious when entering the market.)